Transitions Manager​/remote - wealth management

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Job details:

This Jobot Job is hosted by:
Katrina Mc Fillin

Are you a fit? Easy Apply now by clicking the “Easy Apply” button and sending us your resume.

Salary: $90,000 – $115,000 per year

We partner with independent RIAs by providing technology & CRM, investment platform, practice management, M&A and capital strategies to enhance and expand their business.

We are a rapidly growing firm surpassing 125 Billion in AUM. We are looking for folks who believe in our mission and drive to put our clients first and give independence back to advisors.

• comprehensive health, dental, and vision insurance
• 401(k) with company match
• unlimited PTO
• paid paternity leave
• 10%-15% bonus
• equity

The Transition Manager will play a pivotal role in transitioning Financial Advisors from wire houses to helping them launch their own RIAs. You will work closely with both internal and external stakeholders, and advisors to ensure a seamless transition experience, leveraging your expertise to address challenges, streamline processes, and enhance client satisfaction.

You bring proven experience in transition management or project management within financial services, wealth management, or RIA operations. You are someone who is an easy study and thrives in a fast-paced and collaborative environment.

This is a remote role but will require a significant amount of travel, including some weekends when the transition period begins for their clients. You will be expected to be in St. Pete, FL one week a month when you are not working a transition.

Interested in hearing more? Easy Apply now by clicking the “Easy Apply” button.

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